Good info but much left to figure out on my own
The sales and pre-purchase phase with WFHI had its pros and cons. On the positive side, the support team was quick to respond whenever I reached out, which was definitely helpful. The payment and invoicing process was clear and simple to follow, which made the initial steps less stressful. However, a lot of things still had to be figured out independently, like understanding how exactly the calling tools worked in practice or how the database integration would fit with my usual work. The training materials provided some guidance but weren’t detailed enough for a complete beginner, so I found myself experimenting a lot during the onboarding flow to get comfortable. While the automatic updates are a nice feature that saves time, it wasn’t always obvious when something new had been added or changed, leading to some confusion. Overall, it was a mixed experience. The basics were taken care of well, but you should be prepared to spend time learning and figuring out on your own. It’s not the most hand-holding experience but it’s workable if you have some technical confidence. So, there’s a solid foundation but also gaps where you’ll need initiative to bridge the understanding. Deciding if this is right for you depends on how much you want to dive in independently versus needing full support every step of the way.